Learn From Someone Who
Actually Did It
Not case studies. Not theory. Practical courses built from 25+ years of real operating experience — analyst to CEO.
“It's a posture, not a place you land.”
The CFO Posture
It's a posture, not a place you land
The foundational mindset that separates career-long operators from title-chasers. How to think like a CFO from day one — regardless of your current role.
The First 90 Days
Walk in. Learn everything. Change nothing (yet).
The complete playbook for walking into any company as a finance leader. Day-by-day guide: cash flow mapping, admin observation, headwinds analysis, and building trust before making moves.
Balance Sheet Mastery
The P&L is just the result
Why the balance sheet IS the business. Debits and credits in practice, solving problems CPAs miss, and using BS hygiene to drive cash flow accuracy.
The Three Statements as One System
P&L + BS + Cash Flow = one engine
How the 13-week cash flow proves you understand all three statements. Forecast accuracy as your quality metric. The weekly learning loop.
Building Systems That Reflect the Business
Stop putting companies in boxes
How to design chart of accounts, cost centers, and reporting that mirror operations — not accounting templates. The $200K Big 4 story.
Technology Transformation
Without burning the house down
Buy-in lifecycles, quiet resistors, front-line advocates, and turning your biggest critic into your biggest champion. Real stories from Bobbitt and CHE.
People Decisions
The art of knowing when to invest and when to let go
Care first. Then evaluate. The Seat/Role/KPI framework, walking with people in darkness, and having the hard conversation when the data is clear.
The CEO-CFO Operating System
Talk daily. Meet weekly. Deep-dive monthly.
The cadence that keeps CEO and CFO aligned. 3-year / 1-year / 90-day framework. Where to push back. How to cascade the vision so the team doesn't get left behind.
More courses launching monthly. Join the waitlist to get notified.
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